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Semiconductor stocks logged their worst stretch in 16 months as investor patience with heavy AI infrastructure spending wanes. Broadcom CEO comments made at a Singapore conference—interpreted by some as questioning the sustainability of AI spending, calling certain participants 'gamblers'—were cited as a catalyst for chip-stock declines on both Monday and Tuesday. Micron shares extended losses as competition from Chinese memory-chip makers intensifies, a trend even Elon Musk has acknowledged. The selloff reflects growing Wall Street skepticism about the durability of the AI capital-spending boom, with investors now awaiting Anthropic's upcoming investor day for further signals on demand.